Article-2671

June 23, 2014 | What Can An Estate Planning Accomplish That I Can’t?

What Can An Estate Planning Accomplish That I Can’t?

In this world driven by do-it-yourself options, it might seem like you can handle just about anything. There are several things, though, that you definitely ...

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Article-2668

June 20, 2014 | Income Tax Planning

Mid-Year Tax Planning Tips

While not much has come out in the first half of 2014 with regard to tax legislation, there are still some important tax planning opportunities ...

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Article-2665

June 19, 2014 | Charitable Giving

Charitable Choices: Gifting Retirement Funds at Death

Are you thinking about making a gift to a charity on your death? It might be a better option to instead consider gifting your retirement ...

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Article-2662

June 18, 2014 |

If It’s Good Enough for the Clintons, It’s Good Enough For You

The Clintons recently made the news simply for taking advantage of Estate Planning and financial planning strategies that maximize wealth and limit the encroachment of ...

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Article-2659

June 17, 2014 | Is the New Jersey State Estate Tax Too Prohibitive?

Is the New Jersey State Estate Tax Too Prohibitive?

Most people recognize that it can be costly to live in New Jersey, but they don’t realize that it may also be expensive to die ...

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Article-2655

June 16, 2014 |

Avoiding Estate Planning Mistakes: Unfunded Living Trusts

When used properly, living trusts can be valuable tools for passing on assets. When planned for early on, you can really maximize what a beneficiary ...

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Article-2652

June 13, 2014 |

Is a Roth IRA the “Cadillac” of Assets to Leave for Heirs?

If you’re looking down the road to retirement, you may be wondering which of your accounts you should tap into first, and which you should ...

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Article-2649

June 12, 2014 |

3 Policies That Might Influence Your Plans to Retire

There’s a flurry of activity in D.C. lately that might have an influence on your retirement plans. The proposed Obama budget has some important considerations ...

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Article-2646

June 11, 2014 |

Buy-Sell Agreement Checklist

How do you know that your agreement is crafted properly? There are a few clues that should give you the peace of mind for what ...

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Article-2643

June 10, 2014 |

Is There a New Paradigm in Estate Planning?

Although more and more people are realizing the importance of estate planning, it’s possible to overlook the opportunities and to walk away with very basic ...

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Learn how irrevocable life insurance trusts (ILITs) can help families manage estate planning goals, provide liquidity, and support multigenerational wealth transfer strategies. For families focused on preserving wealth across generations, estate planning often involves more than drafting a will or updating ...

<p>The post Irrevocable Life Insurance Trusts: A Strategic Tool for Legacy and Estate Planning first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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<p>The post The Hidden Cost of a Disjointed Financial Portfolio first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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<p>The post Tax Traps to Avoid in Your 30s, 40s, and 50s first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>